Jenna R. Rodrigues

SALTBOX FINANCIAL LLC

Boise, ID

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CRD#: 6867774

Professional summary

Jenna Rose Rodrigues, who also goes by Jenna Rodrigues, is a registered financial advisor currently at SALTBOX FINANCIAL LLC located in Boise, Idaho.

Jenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jenna has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenna Rodrigues

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JUNNISTA POSITION: Assistant NATURE: My husband and I would like to start making and selling art stickers online. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 505 West Broad St #505, Boise ID 83702, United States DESCRIPTION: Create and run Etsy store, fulfill orders, create social media marketing content.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenna Rose Rodrigues's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2025 - Present

SALTBOX FINANCIAL LLC

RIA

CRD#: 130882

Boise, ID

Past

March 17, 2022 - March 26, 2024

ILLUMINATION WEALTH MANAGEMENT

RIA

CRD#: 149576

BOISE, ID

Past

February 3, 2021 - October 25, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

SEATTLE, WA

Past

December 8, 2020 - October 25, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(3/6/2025)

IAR

Massachusetts
(4/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/8/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/9/2020

Securities Industry Essentials Examination

Current Firm

SALTBOX FINANCIAL LLC

CHARLO MAURER | SALTBOX FINANCIAL LLC | PEACE OF MONEY LLC | PEACE OF MONEY

CRD#: 130882 / SEC#:

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Idaho

Registered Investment Advisory firm - (2/25/2025 Approved)

Louisiana

Registered Investment Advisory firm - (10/13/2023 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/16/1999 Approved)

New Hampshire

Registered Investment Advisory firm - (7/27/2017 Approved)

North Carolina

Registered Investment Advisory firm - (5/1/2025 Approved)

Texas

Registered Investment Advisory firm - (9/1/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

110 Haverhill Rd. Suite 307, Amesbury, MA 01913

Mailing Address

Phone number

(978) 572-2071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 84,931,055

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jenna R. Rodrigues

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenna Rose Rodrigues's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALTBOX FINANCIAL LLC

ILLUMINATION WEALTH MANAGEMENT

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2021

Series 7TO

Date: 12/8/2020

SIE

Date: 10/9/2020

Current Firm

SALTBOX FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALTBOX FINANCIAL LLC

TRUST BUT VERIFY

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